See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,472 | $80,673-39.9% | $101,326-52.2% | $84,808-42.8% |
| Participation rate | 65.6% | 77.8%-12.2pp | 81.5%-15.9pp | 68.3%-2.7pp |
| Annual return | -7.29% | 38.95%-46.2pp | 36.82%-44.1pp | 40.90%-48.2pp |
| Employer contribution / active EE | $4,990 | $2,698+84.9% | $3,665+36.1% | $2,631+89.6% |
| Participant deferral / active EE | $15,612 | $6,840+128.2% | $7,994+95.3% | $4,212+270.7% |
| Admin fee / account holder | $7,205 | $12,784-43.6% | $11,185-35.6% | $7,344-1.9% |